Brenden T. King

PARALLEL ADVISORS

FISHERS, IN

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CRD#: 6685362

Professional summary

Brenden Todd King, CFP®, who also goes by Brenden T King, Brenden Todd King, is a registered financial advisor currently at PARALLEL ADVISORS, LLC located in Fishers, Indiana.

Brenden is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Brenden has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brenden T King | Brenden Todd King

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Brenden King is the CEO & 100% sole owner of the tax advisory firm 2A Asset Management. 2A Asset Management: 11439 Stones Ct. Unit 103 Fishers, Indiana 46037 As an Enrolled Agent Brenden King operates as a tax advisor for the firm. The firm is in association with Revival Wealth Management providing tax advisory services that go beyond financial planning. These services include tax preparation for small businesses and individuals. The firm charges a fee for its services based off of the complexity and time spent on the returns. The nature of the business is seasonal, but Brenden King devotes 5 hours/week to tax planning and preparation. 2A Asset Management was established in on 11/12/2024.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brenden Todd King's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

CRD#: 5393

Indianapolis, IN

Past

September 29, 2016 - July 6, 2018

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

HIGHLAND PARK, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PARALLEL ADVISORS, LLC

CRD#: 140800 / SEC#: 801-68107

RIA

Registered Investment Advisory firm - (6/26/2007 Approved)

California

Registered Investment Advisory firm - (7/12/2007 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Indiana
(7/22/2025)

IAR

Texas
(7/22/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/10/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/6/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/28/2016

General Securities Representative Examination

Current Firm

PARALLEL ADVISORS, LLC

CRD#: 140800 / SEC#: 801-68107

RIA

Registered Investment Advisory firm - (6/26/2007 Approved)

California

Registered Investment Advisory firm - (7/12/2007 Terminated)

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Contact information

Main Address

150 Spear Street Suite 1600, San Francisco, CA 94105

Mailing Address

Phone number

(866) 627-6984

Established

Firm type

Fiscal year end

# of Employees

126

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts	14,928
AUM (Assets Under Management)	$ 8,735,387,332

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Brenden T. King

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brenden Todd King's CRS (Customer Relationship Summary).

Certified licenses

Experience

REVIVAL WEALTH MANAGEMENT

BEAUMONT FINANCIAL PARTNERS

CHARLES SCHWAB & CO., INC.

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB & CO., INC.

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

PARALLEL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/10/2017

SIE

Date: 7/6/2018

Series 7

Date: 9/28/2016

Current Firm

PARALLEL ADVISORS, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARALLEL ADVISORS, LLC

TRUST BUT VERIFY

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